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Wealth Management Client Associate jobs at Bank Of America

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759 jobs found
Yesterday
BOA

Bank Of America Wealth Management Client Associate United States, New York

Limitless High-tech career opportunities - Expoint
Description:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
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Yesterday
BOA

Bank Of America Wealth Management Specialist United States, Ohio, Cincinnati

Limitless High-tech career opportunities - Expoint
Description:
Causation Analysis. Financial Management. Investment Management. Trading Strategy. Trading and Investment Analysis. Portfolio Analysis. Portfolio Management. Price Verification and Valuation. Trade Monitoring. Trading. Client Investments Management. Client Solutions Advisory. Financial...
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Yesterday
BOA

Bank Of America Wealth Management Client Associate FP United States, Nevada, Las Vegas

Limitless High-tech career opportunities - Expoint
Description:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Full job details
Yesterday
BOA

Bank Of America Wealth Management Client Associate United States, Texas, Dallas

Limitless High-tech career opportunities - Expoint
Description:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Full job details
Yesterday
BOA

Bank Of America Wealth Management Client Associate United States, New York, City of Albany

Limitless High-tech career opportunities - Expoint
Description:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Full job details
Yesterday
BOA

Bank Of America Information Management Team Lead United States, New Jersey

Limitless High-tech career opportunities - Expoint
Description:
Performs moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the established guidelines and procedures. Coordinates and manages team...
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Yesterday
BOA

Bank Of America Wealth Management Client Associate United States, California, Santa Barbara

Limitless High-tech career opportunities - Expoint
Description:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Full job details
The Wealth Management Client Associate (WMCA) role is an integral part of Bank of America’s tech arm. It is a highly sought-after position for technologists eager to make a lasting impact in the wealth management space. WMCA’s are responsible for providing comprehensive client service, handling day-to-day account issues, and working with internal and external resources to develop innovative solutions tailored to clients’ needs. WMCA’s work with clients to cultivate long-term relationships in order to identify and create wealth management solutions based on the particular needs of the client. Successful WMCAs are organized, analytical, and highly detail-oriented. They possess excellent client service skills, good business development capabilities, and must be comfortable negotiating a large volume of activity while managing multiple clients. WMCA’s also need to be highly knowledgeable in the financial services industry and must keep up with the most recent changes in regulations, technology, and trends. The WMCA role is the perfect opportunity for tech professionals to put their expertise to use in a meaningful way. It’s an ideal role for those looking to incorporate their knowledge with the client service aspect of the job. Those who are part of the WMCA team are responsible for creating relationships with clients on a professional and personal level, while still playing an integral role in the success of Bank of America. At Bank of America, WMCA’s will be valued members of a team-oriented environment supporting and collaborating with others to provide advisors with the best wealth management solutions. If you’re looking for a role where technology and client service meet, the WMCA role at Bank of America is the perfect fit!